Skip to main content

Send documents to candidates from the Documents tab

Send documents to candidates faster, directly from the Documents tab.

Written by Ruthie Hanna

You can now send documents to candidates faster, directly from the Documents tab. Choose the documents you want to share and send them in just a few clicks — with the option to add a custom message or use a default one for speed.

How to send documents

  • Open the candidate profile and go to the Documents tab.

  • Click Send documents.

  • Select the document(s) you want to send.

  • Choose your message option:

    • Use the default message to send quickly, or

    • Write a custom message to personalize your outreach

  • Click Send.

That’s it — your documents are delivered to the candidate right away.

Tips

  • Use the default message for routine document requests or standard forms.

  • Add a custom message when you need to provide context or instructions (e.g., deadlines or next steps).

Did this answer your question?